CHARLINA WESTBYE

CHARLINA WESTBYE

CFP, RRCCFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with CHARLINA WESTBYE

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses

As a Consultant with IG Wealth Management and with 20 years in the Commercial Financial Services Industry, I commit my time and expertise to developing a personalized plan for you, your family, and even your business.

A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.

As an IG Wealth Management client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.

With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles, and build the right mix of investments.

Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010

Team —

You deserve s’more from a financial plan

Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.

general inquiries —

246 George Street North
Peterborough, ON K9J 3H1

Get Directions
IG Wealth Management

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!